Portfolio manager sees 'tug of war' in US markets

7 個月前

STORY: Casey says a battle between macro and micro factors is underway and "the micro side of the equation seems to be winning at the moment, which is corporate earnings."

"[Earnings] are looking strong," said Casey, referring to Big Tech results in particular. "So the market is feeling a lot better about where we are and so there's a bit more of the greed winning out over the fear in that regard."